Org Partners LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $689 Million distributed in 41689 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $30.2M, Vox Royalty Corp. with a value of $30M, Vanguard Index Fds S&P 500 ETF with a value of $28.4M, ETF Ser Solutions Aptus Collar with a value of $28.1M, and ETF Ser Solutions Aptus Define with a value of $25.3M.
Examining the 13F form we can see an increase of $101M in the current position value, from $588M to 689M.
Also it can be appreciated an additional of 226 stocks purchases and 4 closed positions.
Org Partners LLC is based out at Roanoke, IN
Below you can find more details about Org Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$689 Million
ETFs: $466 Million
Technology: $50.5 Million
Financial Services: $34.3 Million
Consumer Cyclical: $24.5 Million
Healthcare: $20.9 Million
Industrials: $16.3 Million
Consumer Defensive: $12.2 Million
Energy: $11.8 Million
Other: $22.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
